Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,159 | $165,361+7.7% | $149,715+19.0% | $158,950+12.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.28% | 348.24%-339.0pp | 276.66%-267.4pp | 302.91%-293.6pp |
| Employer contribution / active EE | $4,615 | $5,103-9.6% | $4,645-0.6% | $4,762-3.1% |
| Participant deferral / active EE | $12,331 | $7,182+71.7% | $6,842+80.2% | $5,983+106.1% |
| Admin fee / account holder | $53,545 | $10,808+395.4% | $9,310+475.2% | $11,248+376.0% |